See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,400 | $67,411-26.7% | $91,001-45.7% | $70,131-29.6% |
| Participation rate | 77.8% | 71.4%+6.4pp | 75.6%+2.2pp | 69.5%+8.2pp |
| Annual return | 11.58% | -40.16%+51.7pp | 4.60%+7.0pp | 73.14%-61.6pp |
| Employer contribution / active EE | $229 | $1,786-87.2% | $2,456-90.7% | $2,342-90.2% |
| Participant deferral / active EE | $1,662 | $2,823-41.1% | $3,547-53.2% | $3,332-50.1% |
| Admin fee / account holder | $2,712 | $4,236-36.0% | $5,417-49.9% | $4,645-41.6% |